RIF and Restructuring Savings Planner
Understand the financial impact before making a workforce reduction. Estimate severance, total one-time costs, ongoing savings, and payback, with every assumption visible.
These previews show pages from the files you receive.
HR document kit
RIF / Restructure Planning Kit
Plan a workforce reduction with a documented business case, selection criteria, and an adverse-impact review. Work through notice requirements, employee communication, and separation planning, with guidance on when to involve counsel.
Use the free Adverse Impact Calculator to apply the four-fifths rule to a hiring round, a promotion cycle, or a reduction list using your own figures.
$129
- One-time purchase. Editable files.
- Your download link appears on the confirmation screen and in your receipt. No account needed.
- Request a full refund within 30 days with one email.
- Licensed for one company's internal HR use. Resale and redistribution are not permitted. Read the license.
Checkout takes place on our store at shop.truestephr.com. Any applicable sales tax appears at checkout before you pay. These files provide general HR information, not legal advice.
Need approval first?
Ready to put your tool to work?
Add a one hour Setup Session, $149
Bring your purchased tool and the situation you are working through. A TrueStep HR practitioner will help you set the inputs, make the first decisions, and identify a practical next step.
See the Setup Session →Where to start
Start with the business reason and decisional unit, before scoring any positions.
Those two decisions provide the foundation for a consistent selection process.
DecisionPlan a reduction
IndustryCross-industry
Files6 PDF guides, 1 Word document, 1 Excel workbook
ReviewRead our published standard for how we develop our tools, and what we cover for their scope and limits.
Research and standardsRead the reference notes behind this tool: Running a RIF you can defend; What the four-fifths rule actually tells you; OWBPA release rules for workers 40 and over: what makes a severance waiver valid
Kit or system
This kit, or the RIF Complete System.
Both include the same planning workbook, field guide, and templates. The RIF Complete System adds the pricing tools and the full WARN planning layer.
This kit, $1296 PDF guides, 1 Word document, 1 Excel workbook. The planning workbook carries the selection scorer, the four-fifths adverse-impact review, a WARN screen with a 60-day notice count-back, and the OWBPA group-disclosure builder.
RIF Complete System, $199Everything in this kit, plus the RIF and Restructuring Savings Planner, the WARN Threshold and Aggregation Calculator, the WARN Act Compliance Guide, and editable WARN notice letters. See the RIF Complete System.
Choose the kitFor documenting selections, reviewing adverse impact, and managing respectful employee exits.
Choose the systemChoose the system to calculate the full savings, run the WARN threshold and aggregation count, and draft notice letters.
Fit
Is this the right fit for your work?
A good fit
- You need to plan a reduction.
- You want editable Word and Excel files that stay with your organization.
- You or a manager will run the process and want a clear sequence to follow.
When to consider another option
- For advice about one person's specific circumstances, consult qualified counsel.
- For rules specific to one state or city, consult the applicable local requirements. This tool is not written for any one state.
- For help running the process, explore our advisory services.
What is inside
Every file in the download, by name.
Taken from the kit’s own Start Here guide, so what you see here is what you open after checkout.
PDF · readStart Here: a guide to every file and the order to use them.
PDF · readQuick Reference: the whole workbook on one page, including what each tab does, what to enter, and how to read the result.
PDF · readRIF and Restructure Planning Templates
Excel · useRIF and Restructure Planning Workbook: a selection scorer, a four-fifths adverse-impact review, a WARN screen with a 60-day notice count-back, an OWBPA group-disclosure builder, a separation tracker, and definitions.
PDF · readTrueStep HR Product License: what you may and may not do with your purchased files.
PDF · readUsing This Workbook in Google Sheets: how to upload the file and what to check afterward.
PDF · readRIF and Restructure Planning Field Guide: evaluating whether a reduction is the right decision, what makes the process defensible, how the four-fifths rule works, WARN and OWBPA basics, and how to communicate the decision and support the remaining team.
Word · editRIF and Restructure Planning Templates: a business case memo, a selection-criteria worksheet, an adverse-impact summary, a manager notification script, a WARN and OWBPA planning checklist, and a separation checklist.
How to use it
Your first 15 minutes
Start with the RIF and Restructure Planning Field Guide. The five steps take you from evaluating the reduction through tracking each separation.
Read the Field Guide to evaluate whether a reduction is appropriate, understand what makes the process defensible, and identify the key legal considerations.
Set your business reason and decisional unit, then score positions on the Workbook’s Selection Scorer. Choose your criteria before any names go in. Check for adverse impact.
Use the Adverse-Impact Review to examine selection results by age, sex, and race or ethnicity. Take a closer look at any group retained at a lower rate, then plan the timing and required paperwork.
Use the WARN Screen and Timeline, the OWBPA Group Disclosure if you are releasing anyone 40 or older, and the templates for the business case, the notification script, and the separation checklist.
Track each separation through completion. Use the Separation Tracker for notice, the release, the revocation window, and final pay. A release is not final until the revocation period passes.
Before you buy
Questions about your purchase
Find details about file formats, delivery, licensing, and refunds.
What exactly do I receive?
You receive 6 PDF guides, 1 Word document, and 1 Excel workbook, all named in the What is inside section above. This is a one time purchase, delivered as a download, not a subscription.
Are these the real screenshots?
Yes. The first image shows the file set, and the second and third show actual pages from the current download.
Can I use the files in my business?
Yes. You can edit and brand the Word document, fill in the Excel workbook, and read or print the PDF guides for your own internal operations.
What if I need help applying it?
For help implementing this tool, book a one hour Setup Session for $149. For broader HR support, advisory begins with a short request and a written scope at truestephr.com/pages/advisory. For legal questions, consult qualified counsel.
How do I get the files?
Right after payment, your download link appears on the confirmation screen and again in your email receipt. All files arrive as one ZIP. No account is needed.
What do I need to open them?
You can use Word and Excel, LibreOffice on a computer, or Google Docs and Google Sheets in a browser. The alternatives are free. Any PDF reader opens the guides. See download help.
What if it is not right for us?
Email support@truestephr.com within 30 days for a full refund. No form or explanation is required. The full terms are in the refund policy.
Is this legal advice?
No. It is general HR information and a working method. It is not written to any one state unless the page says so. Where a decision turns on the law, use qualified counsel. See what we cover, and what we do not.
Who may use the files?
One license covers the internal HR work of one legal entity. You may edit the files, brand them, and issue them to your employees. Consultants and groups with several entities need the extended license. See the license.
Extend the system
Related tools for your next step
Explore related tools for the same situation, operating method, or industry.
WARN Act Compliance Toolkit
Before setting a reduction date, count planned and recent employment losses under WARN. The toolkit checks the 30-day and 90-day windows for every logged loss, flags each test as potential exposure for counsel, and drafts notices. Counsel determines what the law requires.
Severance Planning Calculator
Plan severance for an entire workforce reduction in one file. Set your weeks-per-year policy once and list everyone affected. The workbook calculates each package and the total group cost, including accrued time off, benefits, and outplacement.